UNSPSC 64111500: Equity based securities

Financial instruments representing an ownership interest in an entity or pool of assets

UNSPSC 64111500 Equity based securities is a Class code covering financial advisory, underwriting, and custodial services that state and local governments procure to manage tax-exempt bond issuances, municipal debt programs, and emerging public asset holdings. Recent solicitations show school districts, cities, counties, and state agencies buying underwriting services for bond offerings, arbitrage compliance consulting tied to Internal Revenue Code Section 148, commercial paper liquidity facilities for capital programs, and custody and trading services for cryptocurrency reserves and unclaimed property audits.

State procurement offices, county finance departments, city treasurers, independent school districts, and state agencies including the Texas Comptroller and Washington State Department of Revenue are active under this code. Manor Independent School District (Texas) solicited underwriting services in July 2026; the Texas Comptroller sought custody and liquidity services for the Texas Strategic Bitcoin Reserve (RFP 908-26-1778WS, proposals due June 15, 2026); Okaloosa County, Florida requested arbitrage rebate consulting (ITQ ITQCOC6026, due July 15, 2026); the Texas Water Development Board procured arbitrage compliance services covering 39 bond issues (RFQ 580-26-RFQ-0016, due May 28, 2026, up to $363,000); the City of Dallas solicited commercial paper liquidity providers for three capital programs with up to $775 million in aggregate authorization (proposals due May 22, 2026, with SBE participation goals of 3.71% to 30–38% depending on service category); and the Washington State Department of Revenue engaged unclaimed property auditing and collection firms across five counties (RFP 2026-01, due June 5, 2026, maximum $2 million over three years). Activity concentrates in Texas, Florida, Washington, Georgia, and Arizona, with recent notices posted between late February and early July 2026. The code captures work spanning debt structuring, regulatory compliance, asset custody, and revenue management services, with contract values ranging from mid-five figures to seven figures and multi-year terms typical.